Jan Taylor:
CLASS OF 1973
Calhoun High SchoolClass of 1973
Port lavaca, TX
Milby High SchoolClass of 1973
Houston, TX
Jan's Story
05/06/09 - NEW BLOG AT THE BOTTOM!!!
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Life:
My husband of 20 years retired in 2006 and we moved back to our home in Edna, Texas after spending 12 years in San Antonio. We also paid off our mortgage early...we are DEBT FREE!
I have been fortunate to have 2 very successful careers in my life. The first 26 were in Retail Management for big box companies - Foleys, Macy's, Bloomingdales. At age 50 I moved into Financial Services as a Banker. I am also mortgage endorsed both originating and processing mortgage loans for various financial institutions.
I am also have a Texas Real Estate License - although inactive at the moment.
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Workplace:
Personal Banker for Wells Fargo Bank.
Mortgage Originator Wells Fargo Bank
Mortgage Processor for Prosperity Bank
Banker - Texas Dow Employee Credit Union
Realtor for Texana Real Estate.
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BLOG:
For those in the Class of 1973, we have roughly 10 years before we retire. I believe the rules are that the government wants us to work until we are 66 and 4 months before we can draw full social security. Correct me pls if I am wrong.
And...for those in our class who were fortunate to have ...Expand for more
held jobs for a long period of time we also have some retirement funds in a company retirement plan.
These last few years have been very interesting and heartbreaking to watch! Those who had retirement accounts with their employers saw great decreases!! I heard stories from many who had planned to retire this summer and who cannot do that now because they lost so much.
There was a remedy before the stock market disaster....and there still is.
Your vested company sponsored retirement accounts CAN BE ROLLED OVER to bank retirement accounts. These are positive pay retirement savings and cd's, are fully FDIC or CUID insured and your principal is always secured. You'll never loose money in your retirement account.
Even better, you do not have to close your company sponsored retirement account, can roll over specific amounts and not the entire amount if you choose. This is GREAT NEWS for company match programs.
I'd love to hear from you... are you in position to retire in 10 years? What are your plans?
Post your comments to my bulletin board!!
I'd love to hear from you about your retirement plans, if you lost some of those retirement funds during this latest stock market roller coaster and what you plan to do during your golden years!!
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